Foster Dykema Cabot & Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Foster Dykema Cabot & Partners’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$718K	Hold	8,340	–	–	0.04%	61
2026 Q1	$607K	Hold	8,340	–	–	0.04%	64
2025 Q4	$678K	Hold	8,340	–	–	0.04%	66
2025 Q3	$667K	Hold	8,340	–	–	0.04%	75
2025 Q2	$610K	Hold	8,340	–	–	0.04%	71
2025 Q1	$515K	Hold	8,340	–	–	0.04%	70
2024 Q4	$571K	Sell	8,340 -1,698	-17%	-$114K	0.04%	72
2024 Q3	$642K	Buy	+10,038	New	+$622K	0.05%	69

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Foster Dykema Cabot & Partners's VUG Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 8,340 shares worth $718K. The position accounts for 0.04% of the portfolio, ranked #61.

Foster Dykema Cabot & Partners first reported a position in VUG in Q3 2024 and has held it in 8 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Foster Dykema Cabot & Partners held 8,340 shares of Vanguard Morningstar Growth ETF worth $718K as of Q2 2026.
Foster Dykema Cabot & Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.04% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #61 holding.
Foster Dykema Cabot & Partners first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.